Advisory Services

Strategic guidance for technology leaders navigating complexity

Executive Advisory & Leadership Coaching

Strategic sparring for CTOs, VPs of Engineering, product executives, founders, and CEOs—providing outside perspective and pattern recognition from navigating similar challenges across industries. Focused on specific technical and organizational decisions, explained in terms that drive business outcomes.

Business leaders without deep technical backgrounds often need help bridging the gap between technical reality and business strategy. Whether evaluating technology choices, assessing technical organization performance, or navigating complex technical tradeoffs—the goal is translating complexity into actionable clarity.

Typical Engagements Include:

  • Strategic technology decisions: Make-or-buy analysis, platform architecture choices, technology stack evaluation, vendor selection
  • Organizational design: Team structure, role definitions, reporting relationships, leadership bench strength assessment
  • Leadership team alignment: Facilitating technical roadmap discussions, resolving cross-functional conflicts, establishing decision-making frameworks
  • Scaling challenges: Growing engineering organizations, establishing technical governance, managing distributed teams
  • Technology translation for business leaders: Making technical decisions accessible to non-technical founders and executives, evaluating CTO/technical leadership performance, understanding technology debt and risk

Engagements typically start with focused sessions to understand your context, followed by ongoing advisory support tailored to your timeline—whether that's weekly strategic reviews, as-needed consultation, or intensive project-based work.

Product Strategy & Development

End-to-end guidance for complex technical product development, with strength in hardware-software integration, regulated environments, and products with long development cycles. Grounded in decades of shipping products in industries where mistakes are expensive—and in understanding how technology decisions impact business outcomes, not just technical elegance.

For non-technical founders and business leaders, this means translating technical complexity into business language—understanding what you're actually buying when your CTO recommends a platform change, or whether a technical pivot is sound strategy or expensive distraction.

Services Include:

  • Product strategy & roadmapping: Market positioning, feature prioritization, release planning, platform vs. product decisions
  • Technology architecture: System design reviews, platform architecture decisions, technical due diligence, technology debt assessment
  • Development process optimization: Agile/lean implementation, requirements management, phase-gate processes for regulated products, development toolchain selection
  • Cross-functional alignment: Engineering-product-sales coordination, stakeholder management, executive communication strategies
  • Risk management: Technical risk assessment, dependency mapping, schedule feasibility analysis, mitigation planning

Whether you're launching a new product line, rescuing a troubled development program, or establishing repeatable development processes, I bring both strategic perspective and practical execution experience.

Technology Leadership & Process Design

Building technical organizations that execute consistently requires both sound process design and cultural awareness. The focus is establishing structures, processes, and capabilities needed to deliver reliably while maintaining flexibility to adapt.

Focus Areas:

  • R&D organization design: Team structure, role clarity, career progression frameworks, competency development programs
  • Process implementation: Agile transformation, lean product development, DevOps adoption, quality management systems, regulatory compliance processes
  • Technology adoption: Evaluating and implementing new technologies, toolchain modernization, technical standards and governance
  • Global team management: Distributed development strategies, offshore/nearshore team integration, knowledge transfer frameworks
  • Operational excellence: Metrics and KPIs, retrospective practices, continuous improvement culture, technical debt management

This work is highly contextual—what works for a 20-person startup differs significantly from what works for a 200-person R&D organization. Recommendations are tailored to specific situations, focusing on pragmatic improvements that stick rather than textbook frameworks that don't survive contact with reality.

Engagement Models

Advisory Retainer

Ongoing strategic partnership with regular check-ins, availability for ad-hoc questions, and participation in key decisions. Ideal for organizations navigating continuous change or complex multi-year initiatives.

Typical duration: 6-12 months

Project-Based Consulting

Focused engagement with defined scope and deliverables. Examples include product architecture review, organizational redesign, technology due diligence, or process implementation support.

Typical duration: 4-12 weeks

Strategic Workshops

Intensive facilitated sessions with your leadership team to address specific strategic challenges, align on direction, or make critical decisions. Can be standalone or part of larger engagement.

Typical format: 1-3 day sessions

Advisory Sprint

Short-term intensive engagement to provide rapid assessment and recommendations on a specific challenge. Useful for time-sensitive decisions or initial evaluation before committing to larger engagement.

Typical duration: 1-2 weeks

Not Sure Which Fits Your Needs?

Let's have a conversation about your specific situation. Initial consultations are straightforward and focused on understanding whether there's a fit.

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